Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (82540)	6/2/1999 10:44:00 PM
From: KHS	Read Replies (1) \| Respond to of 186894

Kash, IMO I do not think INTC needs to compete head to head with LU/NT for PBX style business (POTS). It is more for computer telephony integration (CTI) elements of the business communication systems. Anyway, will be interesting.

To: kash johal who wrote (82540)	6/3/1999 8:25:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Re: "The switch business is dominated by Lu and Northern telecom. If they agressively want to play in telecom equipment they either buy Lucent, NT or Cisco." Hi Kash, This sounds like you are saying: Intel should provide a proprietary solution and be everyone's competitor and limit the growth of the market to a few proprietary vendors. Doesn't Intel want to play Switzerland and be the component provider to everyone in the industry? And use open standards so there are a lot of vendors, not just a handful, to sell Intel's components. Amy J

To: kash johal who wrote (82540)	6/3/1999 10:28:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Kash, I amagine NT will be picked up - probably by Cisco. Nortel is bigger than Cisco, by about 2:1 in terms of revenues. A Cisco - Nortel get together would be like a merger of two oil or telecom companies. Cisco typically buys companies small fractions of what they are. The one exception was Stratacom, which they haven't done well integrating, according to the "experts" on the Cisco thread. To make a long story a little shorter than interminable, I doubt very much that Cisco does anything with Nortel. Tony